ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 80,272 Value ($000) $37,993 Avg Close — Range —
Q3 2025
Shares 80,881 Value ($000) $37,886 Avg Close — Range —
Q2 2025
Shares 80,887 Value ($000) $34,343 Avg Close — Range —
Q1 2025
Shares 95,766 Value ($000) $34,580 Avg Close — Range —
Q4 2024
Shares 124,654 Value ($000) $50,059 Avg Close — Range —
Q3 2024
Shares 123,759 Value ($000) $46,457 Avg Close — Range —
Q2 2024
Shares 123,919 Value ($000) $45,170 Avg Close — Range —
Q1 2024
Shares 123,829 Value ($000) $41,737 Avg Close — Range —
Q4 2023
Shares 118,171 Value ($000) $35,826 Avg Close — Range —
Q3 2023
Shares 107,737 Value ($000) $28,712 Avg Close — Range —
Q2 2023
Shares 106,459 Value ($000) $29,295 Avg Close — Range —
Q1 2023
Shares 90,465 Value ($000) $22,103 Avg Close — Range —
Q4 2022
Shares 28,495 Value ($000) $6,105 Avg Close — Range —
Q3 2022
Shares 36,094 Value ($000) $7,594 Avg Close — Range —
Q2 2022
Shares 26,695 Value ($000) $5,838 Avg Close — Range —
Q1 2022
Shares 27,645 Value ($000) $7,675 Avg Close — Range —
Q4 2021
Shares 31,681 Value ($000) $9,681 Avg Close — Range —
Q3 2021
Shares 22,229 Value ($000) $6,091 Avg Close — Range —
Q2 2021
Shares 20,373 Value ($000) $5,531 Avg Close — Range —
Q1 2021
Shares 20,573 Value ($000) $5,000 Avg Close — Range —
Q4 2020
Shares 20,665 Value ($000) $4,983 Avg Close — Range —
Q3 2020
Shares 20,750 Value ($000) $4,500 Avg Close — Range —
Q2 2020
Shares 17,031 Value ($000) $3,269 Avg Close — Range —
Q1 2020
Shares 16,693 Value ($000) $2,515 Avg Close — Range —
Q4 2019
Shares 16,596 Value ($000) $2,919 Avg Close — Range —
Q3 2019
Shares 16,582 Value ($000) $2,647 Avg Close — Range —
Q2 2019
Shares 15,442 Value ($000) $2,430 Avg Close — Range —
Q1 2019
Shares 15,426 Value ($000) $2,335 Avg Close — Range —
Q4 2018
Shares 15,409 Value ($000) $2,018 Avg Close — Range —